Mid-Year Market Outlook 2013

The investment landscape for the first half of 2013 has proven to be a tough one to navigate.  LPL Financial research believes the second half of this year will be equally difficult to navigate.  Click on the image to watch the video.

Bond Market Grind Continues

After one of the worst quarterly sell-offs in years, the bond market has witnessed only mixed relief so far this summer. The high-quality bond market, as measured by the broad Barclays Capital U.S. Aggregate Bond Index, was roughly unchanged in July 2013, posting a…

Tactical Value Coffee Talk

Our quarterly Opinicus Tactical Value & Opinicus Focused Growth portfolio discussion is set for Thursday, July 25th at 7:45 am at our Bradenton office. You will enjoy coffee and a continental breakfast while receiving a market & portfolio update.  This meeting is exclusively for clients…

Opinicus Summer Kick-Off Party

Kick-off the start of summer in style alongside the Opinicus Team.  Enjoy drinks, appetizers & music at Pier 22 in downtown Bradenton on the water. We will also be celebrating the retirement of one of our very own Opinicus family members – Jean Lange….

5 Ways to Help Measure Investment Risk

Investors who are concerned about market volatility should examine their investment choices from all angles when constructing a portfolio — evaluating not only return, but risk too. There are a variety of risk measures that may come in handy. Of course, numbers don’t tell…

Saving Is Always In Season

Summer is a time when you can put your feet up and relax with friends and family. Even when the living’s easy, you need to maintain discipline to build a long-term retirement strategy. Putting off your retirement savings for even a few months may…